-1.5%
AFIX vs VOO
+12.1%
-13.6%
-5.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | -1.7% | +2.6% | -4.2% | -1.9% |
| 30D | +0.5% | -2.0% | +2.5% | +0.7% |
| 3M | -1.9% | -2.8% | +0.9% | -1.6% |
| 6M | -1.8% | +2.2% | -3.9% | -2.2% |
| YTD | -1.9% | +11.5% | -13.5% | -3.5% |
| 1Y | -1.5% | +13.5% | -15.0% | -3.3% |
| All | -1.5% | +12.1% | -13.6% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling